A look at the best and worst S&P 500 stocks this year shows how tech investors have piled into semiconductor plays and bailed on software. ...

Group 1 - The company's capital expenditures are projected to exceed $20 billion this year, representing an increase of more than 100% compared to last year [1]

The U.S. bond market doesn't seem all that anxious yet about President Trump's efforts to sway the Federal Reserve's monetary policy decisions. ...

President Donald Trump said he'll announce his nominee to chair the Federal Reserve next week — and prediction markets are pointing strongly to a Wall Street veteran getting the job. ...

Prices for gold, copper and other metals are going "absolutely bonkers†right now, says a Marex analyst. ...

Core Viewpoint - Shares of Southwest Airlines increased by over 15% as investors responded positively to the airline's implementation of assigned seating and the potential for upselling opportunities [1] Company Summary - Southwest Airlines has introduced a new era of assigned seating, which is expected to enhance customer experience and operational efficiency [1] - The market reacted favorably to this change, indicating investor confidence in the airline's strategy to capitalize on upselling opportunities [1] Industry Summary - The airline industry is witnessing shifts in customer service strategies, with assigned seating becoming a trend among carriers aiming to improve revenue streams [1] - The positive market response to Southwest Airlines may signal a broader trend in the industry towards enhancing customer experience through innovative seating arrangements [1]

How Nvidia's stock can get back to its winning ways after an underwhelming stretch - MarketWatch## Tech Stocks# How Nvidia's stock can get back to its winning ways after an underwhelming stretch## Nvidia's stock has trailed the chip sector this year, but Morgan Stanley thinks some investor concerns are overblownPublished: Jan. 29, 2026 at 12:15 p.m. ETShareResizeShares of Nvidia, which is led by CEO Jensen Huang, have been laggards so far this year. Photo: Patrick T. Fallon/Agence France-Presse/Getty Images ...

Core Viewpoint - Tesla is discontinuing the Model S and Model X to focus on humanoid robots, which could generate significant revenue in the future [1] Group 1: Company Strategy - The Model S sedan and Model X crossover SUV will be phased out of production in the next quarter as part of Tesla's strategic shift [1] - Tesla will continue to sell the Model Y SUV and Model 3 sedan, which are currently its best-selling vehicles, along with the upcoming Cybertruck electric pickup [1] Group 2: Financial Implications - An analyst estimates that Tesla could potentially earn $25 billion annually by selling Optimus robots produced on the former Model S and Model X production lines [1]

Core Viewpoint - Oil prices increased by nearly 5%, reaching the highest level since July due to escalating tensions between the U.S. and Iran, which raised concerns about potential disruptions to global oil supply [1] Group 1: Oil Price Movement - The global benchmark for oil prices hit its highest level since July [1] - The increase in oil prices was nearly 5% on Thursday [1] Group 2: Geopolitical Factors - Tensions between the U.S. and Iran are worsening, contributing to the rise in oil prices [1] - Concerns over potential disruptions to global oil supply are heightened due to these geopolitical tensions [1]

Core Insights - The U.S. trade deficit recently decreased to a 16-year low, but this improvement is misleading as the trade gap remains near historically high levels [1] Group 1 - The trade deficit fell a few months ago, reaching a low not seen in 16 years [1] - Despite the recent decrease, the U.S. continues to experience a trade gap that is close to historically high levels [1]